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Author: Danielle Waller

[pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2021/12/21_11-SMA-Report-LONG-D2.pdf" title="21_11 SMA Report - LONG D2"] [pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2021/12/21_11-SMA-Report-SHORT-D2.pdf" title="21_11 SMA Report - SHORT D2"]...

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In short, estate planning records what you want done with your assets after your death. An Estate Plan consists of a number of documents to ensure that your family are able to easily work through your wishes on death or if you become incapacitated. These documents...

[pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2021/10/21_09-SMA-Report-LONG-1.pdf" title="21_09 SMA Report - LONG"] [pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2021/10/21_09-SMA-Report-SHORT-1.pdf" title="21_09 SMA Report - SHORT"]...

[pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2021/09/21_08-SMA-Report-LONG.pdf" title="21_08 SMA Report - LONG"] [pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2021/09/21_08-SMA-Report-SHORT.pdf" title="21_08 SMA Report - SHORT"]...

[pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2021/08/21_07-SMA-Report-LONG.pdf" title="21_07 SMA Report - LONG"] [pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2021/08/21_07-SMA-Report-SHORT.pdf" title="21_07 SMA Report - SHORT"]...

[pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2021/07/21_06-SMA-Report-LONG.pdf" title="21_06 SMA Report - LONG"] [pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2021/07/21_06-SMA-Report-SHORT.pdf" title="21_06 SMA Report - SHORT"]...

[pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2021/06/21_05-SMA-Report-LONG.pdf" title="21_05 SMA Report - LONG"] [pdf-embedder url="https://forrestprivatewealth.com/wp-content/uploads/2021/06/21_05-SMA-Report-SHORT.pdf" title="21_05 SMA Report - SHORT"]...

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